PhD CFP® AFC® FFC® FBS®️
Financial Wellness Advisor
Cherie is a dedicated Financial Wellness Advisor at Plancorp with over a decade of experience. She brings the heart of a teacher to every conversation. Always centering the client as the expert of their lives, Cherie serves as a guide to clarify goals and priorities, introduce strategic ideas, and then brainstorm possible next action steps.
Cherie is a self-proclaimed professional development geek with training and accreditations across the entire continuum of financial education, financial planning, financial counseling, financial coaching, and financial behavior. She presents at national and regional conferences, has co-authored chapters in books on housing and financial counseling, and is published in multiple academic journals.
Growing up in rural northeast Kansas, Cherie learned strong money management from living on a multi-generation farm that served her well as a supportive military spouse for twenty years. Currently, Cherie and her spouse are now settled in the Bay Area and enjoy playing board games with their adult children, attending live performance events, and going to crazy tourist destinations near and far. They recently welcomed their first grandchild and look forward to spoiling her as much as possible.
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